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Large Gift & Estate Tax Changes In 2021?

Large Gift & Estate Tax Changes In 2021?

The Tax Cuts and Jobs Act (TCJA) temporarily increased the basic exclusion amount of large estate gifts and reduced federal estate tax rates. The moves were made to help high net worth individuals offset estate taxes at the time of death. But what happens now? How...

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Relying on Social Security Is Risky

Relying on Social Security Is Risky

You worked your entire life for this. So, why not take full advantage of Social Security benefits the moment you can? There’s some merit to that way of thinking, but the reality isn’t as rosy. Relying on Social Security for the long haul — and to...

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Clarity on Charitable Donations

Clarity on Charitable Donations

This year is unlike any other. That truth is clear when it comes to charitable contributions. Several relief measures and new tax rulings may affect your usual giving plan, for better or for worse. If you’re a business owner, even more opportunities abound. It’s worth...

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Audit Trigger 2020

Audit Trigger 2020

After a brief break during the height of the spring shutdown, the IRS is back at it, auditing certain taxpayers. Your financial situation has likely gone through some unexpected bumps in 2020, which means your taxes could be more complicated than ever for the coming...

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Tax-Free Education: A Study Guide

Tax-Free Education: A Study Guide

Online options for schools have exploded in the wake of the pandemic. If you’re looking to expand your mind as you finish out your quarantine year, consider heading back to the virtual class-room. Or perhaps you’ve been hoping to help a family member with their...

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Eldercare and Your Taxes

Eldercare and Your Taxes

As nursing homes and eldercare facilities have been in lockdown this year, you may have suddenly taken on primary caregiver responsibilities for a loved one. It’s a tough job and one that only becomes more daunting as the bills pile up. But there are some critical tax...

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